Kofax SupplierExpress - Manual (Page 5)

Kofax SupplierExpress Administrator's Guide 5
Contents
Preface ....................................................................................................................................................................................9
Who Should Read This Guide ......................................................................................................................................9
Document Conventions ..................................................................................................................................................9
Related Documentation ................................................................................................................................................10
Getting Help for Kofax Products ............................................................................................................................... 10
About SupplierExpress ..................................................................................................................................................... 11
Users ................................................................................................................................................................................ 11
Integration Options .......................................................................................................................................................12
Invoice Submission Flow ........................................................................................................................................ 12
Invoice Inquiries ............................................................................................................................................................19
Payment Inquiries ......................................................................................................................................................... 20
PO Inquiries ................................................................................................................................................................... 20
Invoice Submission ....................................................................................................................................................... 20
Non-PO Invoice Submission ...................................................................................................................................21
PO Invoice Submission ............................................................................................................................................22
Standard Invoice Submission ................................................................................................................................. 22
Kofax e-Transactions Invoice Submission ............................................................................................................22
Corresponding with Suppliers ....................................................................................................................................22
Announcement Posting ................................................................................................................................................ 23
Access Control ............................................................................................................................................................... 23
Invitation Process ..................................................................................................................................................... 23
Open Enrollment Process ........................................................................................................................................24
Supplier Maintenance ...................................................................................................................................................24
SupplierExpress with SAP ...........................................................................................................................................24
Vendor Partnering ....................................................................................................................................................24
SAP Invoice Types ................................................................................................................................................... 24
SAP Payment Types .................................................................................................................................................25
Installation ...........................................................................................................................................................................27
Installation Planning .....................................................................................................................................................27
Minimum SupplierExpress Agent Requirements ............................................................................................... 27
Minimum MarkView Integration Requirements .................................................................................................27
Implementation Process .......................................................................................................................................... 28
Upgrade Planning .................................................................................................................................................... 28
Pre-installation Tasks ....................................................................................................................................................28
Oracle Pre-installation Tasks .................................................................................................................................. 28
SAP Pre-installation Tasks ......................................................................................................................................29